Beverly Hills Private Wealth, LLC Q2 2024 Filing
Filed August 8, 2024
Portfolio Value
$460.2M
Holdings
346
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (346 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $24.6M |
MSFTMICROSOFT CORP | $20.3M |
NVDANVIDIA CORPORATION | $13.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $9.9M |
JPMJPMORGAN CHASE & CO. | $9.1M |
AMZNAMAZON COM INC | $8.8M |
GBILGOLDMAN SACHS ETF TR | $8.2M |
VGSHVANGUARD SCOTTSDALE FDS | $7.5M |
4I1PHILIP MORRIS INTL INC | $6.8M |
AVGOBROADCOM INC | $6.8M |
JAAAJANUS DETROIT STR TR | $5.5M |
VMBSVANGUARD SCOTTSDALE FDS | $5.5M |
SCHWSCHWAB CHARLES CORP | $5.3M |
CMCSACOMCAST CORP NEW | $5.1M |
CVXCHEVRON CORP NEW | $5.0M |
BACVERIZON COMMUNICATIONS INC | $4.9M |
UNHUNITEDHEALTH GROUP INC | $4.7M |
MRKMERCK & CO INC | $4.6M |
METAMETA PLATFORMS INC | $4.6M |
TXNTEXAS INSTRS INC | $4.5M |
LOWLOWES COS INC | $4.5M |
GOOGALPHABET INC | $4.3M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $4.2M |
JNJJOHNSON & JOHNSON | $4.1M |
IVVISHARES TR | $4.1M |
ELVELEVANCE HEALTH INC | $4.0M |
XOMEXXON MOBIL CORP | $4.0M |
BLKCHFBLACKROCK INC | $3.9M |
PEPPEPSICO INC | $3.6M |
NVONOVO-NORDISK A S | $3.5M |
VGITVANGUARD SCOTTSDALE FDS | $3.2M |
PGRPROGRESSIVE CORP | $3.0M |
APDAIR PRODS & CHEMS INC | $3.0M |
CSCOCISCO SYS INC | $3.0M |
LINLINDE PLC | $3.0M |
MCDMCDONALDS CORP | $2.9M |
MSIMOTOROLA SOLUTIONS INC | $2.8M |
PKGPACKAGING CORP AMER | $2.8M |
SBUXSTARBUCKS CORP | $2.7M |
ABBVABBVIE INC | $2.7M |
WMTWALMART INC | $2.7M |
ETENERGY TRANSFER L P | $2.7M |
NOCNORTHROP GRUMMAN CORP | $2.6M |
FTAIFTAI AVIATION LTD | $2.6M |
FISFIDELITY NATL INFORMATION SV | $2.5M |
NSCNORFOLK SOUTHN CORP | $2.5M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $2.4M |
KYNKAYNE ANDERSON ENERGY INFRST | $2.4M |
NCZVIRTUS CONVERTIBLE & INC 202 | $2.4M |
ETNEATON CORP PLC | $2.3M |
PAYXPAYCHEX INC | $2.3M |
DEODIAGEO PLC | $2.3M |
BTTBLACKROCK MUN TARGET TERM TR | $2.2M |
NEENEXTERA ENERGY INC | $2.2M |
VVISA INC | $2.2M |
GOOGLALPHABET INC | $2.2M |
UPSUNITED PARCEL SERVICE INC | $2.1M |
FASTFASTENAL CO | $2.1M |
MAMASTERCARD INCORPORATED | $2.1M |
AXPAMERICAN EXPRESS CO | $2.1M |
ACNACCENTURE PLC IRELAND | $2.1M |
KRKROGER CO | $2.0M |
ABTABBOTT LABS | $1.9M |
ACIALBERTSONS COS INC | $1.9M |
TJXTJX COS INC NEW | $1.9M |
MOALTRIA GROUP INC | $1.9M |
MRSHMARSH & MCLENNAN COS INC | $1.9M |
PLDPROLOGIS INC. | $1.8M |
NWSNEWS CORP NEW | $1.8M |
DWDMORGAN STANLEY | $1.8M |
NBXGNEUBERGER BERMAN NEXT GENERA | $1.8M |
GSSTGOLDMAN SACHS ETF TR | $1.7M |
SUSUNCOR ENERGY INC NEW | $1.7M |
WECWEC ENERGY GROUP INC | $1.7M |
HONHONEYWELL INTL INC | $1.7M |
LLYELI LILLY & CO | $1.7M |
SFSTIFEL FINL CORP | $1.7M |
TTTRANE TECHNOLOGIES PLC | $1.6M |
8CWCROWN CASTLE INC | $1.6M |
GDXVANECK ETF TRUST | $1.6M |
DDOMINION ENERGY INC | $1.6M |
BACBANK AMERICA CORP | $1.6M |
CVECENOVUS ENERGY INC | $1.6M |
CINFCINCINNATI FINL CORP | $1.6M |
ARCCARES CAPITAL CORP | $1.5M |
MDLZMONDELEZ INTL INC | $1.4M |
AMTAMERICAN TOWER CORP NEW | $1.4M |
SPGIS&P GLOBAL INC | $1.4M |
IBTHISHARES TR | $1.4M |
AIVAPARTMENT INVT & MGMT CO | $1.4M |
KMI 4.75 03/31/28EL PASO ENERGY CAP TR I | $1.4M |
UNPUNION PAC CORP | $1.3M |
ZTSZOETIS INC | $1.3M |
NVSNNOVARTIS AG | $1.3M |
0HQKCBL & ASSOC PPTYS INC | $1.3M |
CLIPGLOBAL X FDS | $1.3M |
PCARPACCAR INC | $1.3M |
TTENTOTALENERGIES SE | $1.3M |
BDXBECTON DICKINSON & CO | $1.2M |
KLACKLA CORP | $1.1M |
Page 1 of 4Next